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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,484 | $78,690+12.4% | $161,489-45.2% | $87,485+1.1% |
| Participation rate | 63.0% | 67.5%-4.5pp | 78.7%-15.7pp | 68.9%-6.0pp |
| Annual return | 13.68% | 32.74%-19.1pp | 89.72%-76.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,244 | $2,588-51.9% | $4,268-70.9% | $2,596-52.1% |
| Participant deferral / active EE | $3,650 | $3,311+10.3% | $5,630-35.2% | $4,274-14.6% |
| Admin fee / account holder | $15,478 | $6,724+130.2% | $16,006-3.3% | $7,775+99.1% |